002736 Guosen
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Guosen News
Guoxin Securities: Stable raw material prices combined with the boom cycle of the aluminum industry, China's Hongqiao's profitability has increased significantly
Guoxin Securities released a research report stating that it maintains China's Hongqiao (01378) “buy” rating. Assuming that the average spot price of aluminum in 2024-2026 is 19,500 yuan/ton, the price of alumina is 3,300 yuan/ton, the price of pre-baked anodes is 4,000 yuan/ton, the factory price of 5,500 kcal thermal coal is 900 yuan/ton, and the tax-inclusive price of hydropower in Yunnan is 0.44 yuan/kilowatt. Future cost fluctuations will decrease, and the company's profitability will be more stable. Taking advantage of this high boom cycle and production capacity transfer opportunities for electrolytic aluminum, the company continues to get rid of the pressure that restricts long-term development and has more sustainable development capabilities in the future
Benign Growth For Guosen Securities Co., Ltd. (SZSE:002736) Underpins Its Share Price
With a price-to-earnings (or "P/E") ratio of 16.7x Guosen Securities Co., Ltd. (SZSE:002736) may be sending bullish signals at the moment, given that almost half of all companies in China have P/E rat
Guoxin Securities (002736.SZ): One-third of the company's directors have changed
Gelonghui, April 18 | Guoxin Securities (002736.SZ) announced that since January 1, 2024, some directors of the company have changed: Mr. Zheng Xueding and Mr. Li Shuangyou have left office; the company has hired Mr. Li Jinyi as the company's independent director and Mr. Li Shishan as the company's director; Mr. Jin Li has applied to resign as an independent director of the company. The resignation application will take effect from the day the company's shareholders' meeting elects a new independent director. The number of changes above reached one-third of the company's directors on January 1, 2024.
Guosen Securities' 2023 Profit Rises 5.6%
Guosen Securities' (SHE:002736) attributable profit rose 5.6% to 6.42 billion yuan in 2023 from 6.09 in 2022, according to a Wednesday filing with the Shenzhen bourse. Earnings per share at the Chines
Guoxin Securities: Maintaining a 361 “Buy” Rating Target Price to HK$5.7-6.00
Guoxin Securities released a research report stating that maintaining the 361 degree (01361) “buy” rating, the net profit from 2024-2026 is expected to be 11.4/13.2/1.53 billion yuan, an increase of 18.0%/16.4%/15.6% year-on-year, and the target price will reach HK$5.7-6.6. According to the report, on April 10, the company announced retail performance for the first quarter of 2024. At 361 degrees, offline retail sales of major brands recorded high double-digit positive growth, children's clothing brands recorded positive growth of 20%-25% in offline retail sales, and e-commerce platforms recorded positive growth of 20%-25%. 2024 first
Guoxin Securities (Hong Kong): Giving Great Wall Motor a “buy” rating, the reserves of new models in 2024 are quite rich
Guoxin Securities (Hong Kong) released a research report stating that according to the “buy” rating of Great Wall Motor (02333), the company achieved a high increase in revenue in 2023, and bicycle revenue increased rapidly; sales started well in 2024, and sales of new energy and overseas sales continued to increase rapidly. The company is quite rich in reserves of new models in 2024, the vast majority of which are new energy models. The bank predicts that the company's revenue will reach 210 billion yuan or more in 2024. It is expected that net profit will return to a growth trajectory this year. The main reasons are: 1. The scale of production and sales continues to expand; 2. The overall efficiency of the NEV business is expected to improve. The bank believes that the company's car sales volume in 2024 will be
While Institutions Own 33% of Guosen Securities Co., Ltd. (SZSE:002736), Private Companies Are Its Largest Shareholders With 50% Ownership
Key Insights Significant control over Guosen Securities by private companies implies that the general public has more power to influence management and governance-related decisions 56% of the busine
Guoxin Securities: Target price of HK$56.9-60.82 for Shunyu Optics's “buy” rating
According to a research report released by Guoxin Securities, according to the “buy” rating of Shunyu Optics (02382), net profit returning to mother is expected to be 11.55/19.78/2,520 billion yuan (YoY -52.0%/71.3%/27.4%), respectively, with a target price of HK$56.9-60.82. The bank believes that the AR/VR industry is developing rapidly and the market prospects are broad. Shunyu is deeply involved in traditional advantageous businesses, and the emerging optical business is flourishing. According to the report, according to WellsenNXR data, future AR and VR shipments are expected in 2023-2027 CA
Guoxin Securities: Maintaining NetEase's “Buy” Rating Target Price of HK$201-233
Guoxin Securities released a research report saying that maintaining the NetEase S (09999) “buy” rating, considering game production efficiency optimization and raising profit expectations, the adjusted net profit for 24-26 is estimated to be 360/386/41.2 billion yuan (margin +8%/+10% /-), respectively, with a target price of HK$201-233. The excellent performance of many subsequent new products is expected to catalyze an increase in stock prices. Driven by new products, the bank expects NetEase to enter a period of strong performance starting in 24Q2. “Egg Boy Party” will perform well under strong competition; “Peak and Speed” will continue to expand overseas; and there will be plenty of future reserve products. In the report
Guoxin Securities: Maintaining Haidilao's “buy” rating and opening up franchise expansion is expected to moderately accelerate
Guoxin Securities released a research report stating that maintaining the “buy” rating of Haidilao (06862), the net profit forecast for 2023-2025 is 45.5/52.7/6.08 billion yuan. In 2023, the company is committed to recovering the store turnover rate and experimenting with the “Hi Lao” brand, and since 2024, it has adopted a franchise model to carefully begin expansion. The above measures all indicate that the company is still actively exploring the future growth direction of the company, which helps to dispel the market's concerns that mature catering brands can easily maintain the status quo. At the same time, new business exploration using the franchise model as an experiment also shows that the company is cautious, optimistic and responsible
Guoxin Securities: Maintaining Jiangnan Cloth's “Buy” Rating and Raising the Target Price to HK$17.5-19.2
Guoxin Securities released a research report stating that maintaining the “buy” rating of Jiangnan Buyi (03306), based on FY2024H1's performance exceeding expectations and raising profit forecasts, the net profit for FY2024-2026 is expected to be $8.3/9.4/1.04 billion, respectively, and the target price rises to HK$17.5-19.2. It is recommended to actively pay attention to allocation opportunities for undervalued, high-dividend, and high-quality targets. The company's performance has continued to surpass the industry's rapid and steady growth for a long time. The company's brand strength, product innovation, channel operation and supply chain advantages are remarkable, and FY2023 has shown high resilience to recovery since the second half of 2023. At the same time, company cash
Guoxin Securities: Maintaining Huahong Semiconductor's “buy” rating and optimistic about the long-term prospects of leading domestic specialty process foundry companies
Guoxin Securities released a research report stating that it maintains the “buy” rating of Huahong Semiconductor (01347) and is optimistic about the long-term prospects of leading domestic specialty process foundry companies. According to the company's announcement, the bank lowered the company's 2023 revenue to US$2,286 million (previous value: US$2.291 billion) and increased net profit to US$280 million (previous value: US$270 million); according to company guidelines and the current demand outlook for industrial and automotive semiconductors, the 2024-2025 revenue was lowered to US$2,068/2,490 billion, in addition to the increase in depreciation pressure on the company, to 0.97/
Guosen Securities' (SZSE:002736) Earnings Trajectory Could Turn Positive as the Stock Grows 4.6% This Past Week
Investors are understandably disappointed when a stock they own declines in value. But it's hard to avoid some disappointing investments when the overall market is down. The Guosen Securities Co.,
Guoxin Securities (002736.SZ): Guoxin Hong Kong's revenue mainly comes from main business income and bank interest income. Proprietary investment accounts for a relatively low income
Gelonghui, Feb. 5 | Guoxin Securities (002736.SZ) said on the investor interactive platform that Guoxin Securities (Hong Kong) Financial Holdings Limited (hereinafter referred to as Guoxin Hong Kong) is the only wholly-owned overseas subsidiary of Guoxin Securities. Guoxin Hong Kong has always maintained steady operations. Revenue mainly comes from main business income and bank interest income. Proprietary investment business accounts for a relatively low share of revenue, various business risks are manageable, and it has maintained a good development trend.
Guoxin Securities: First “buy” rating for China Resources Brewery, reasonable valuation of HK$37.68-42.78
According to a research report released by Guoxin Securities, the initial “buy” rating for China Resources Brewery (00291) is estimated to return to the mother's net profit of 51.2/59.9/70 billion yuan in 2023-2025, +17.8%/+17%/+16.7%. EPS was 1.6/1.87/2.18 yuan, respectively, with a reasonable valuation of HK$37.68-42.78. The company's core products are gaining momentum, and they will still be in the high-end dividend period for the next 3 years. Guoxin Securities's main opinion is as follows: The company is mainly in the beer business, leading the country in beer sales. China Resources Brewery is the largest beer manufacturer in China. It owns
Institutions | Hong Kong Stock February Strategy: Seek Opportunities in High Dividends, Exports, and Travel
Wait patiently for the bottom to appear, because in the environment on the left, many eventful effects may be amplified, triggering a panic sell-off of capital.
Guoxin Securities (Hong Kong): Target price of HK$34 for the “buy” rating for Ganfeng Lithium
Guoxin Securities (Hong Kong) released a research report stating that according to the “buy” rating of Ganfeng Lithium (01772), net profit from 2024 to 2026 is estimated to be 86.44/130.385/20.385 billion yuan, respectively, +40.28/ +50.83%/+56% year-on-year, with a target price of HK$34. The bank believes that the company is one of the leading companies in lithium resources in the world. In recent years, it has been committed to improving the layout of the entire upstream and downstream integrated industry chain and actively expanding upstream lithium resources. Midstream lithium salt production capacity continues to be released. Large-scale downstream lithium battery release is imminent, and the company's competitiveness and market share are expected to be in the industry
Guoxin Securities: Since 23 years, the operating side of Jiaopei Company has shown a strong recovery trend
Guoxin Securities released a research report saying that the tightening of the double reduction policy since 2021 has brought about a sharp clean-up on the supply side of the industry. Since 2023, along with the shift of prevention and control policies to normal business delivery, traditional business demand has picked up strongly and recognition of new education businesses has increased, and the management side of education and training companies has shown a strong recovery trend. In the early stages, the market was concerned about the stability of the competitive pattern in the education and training industry, but the latest financial data of Education and Training once again confirmed the current competitive pattern of the “strong demand - shortage of high-quality supply”. Combined with industry policy orientation analysis, Education and Training Leaders will continue to benefit from this trend. ▍ Guoxin Securities's main views are as follows:
Guoxin Securities (Hong Kong): In 2023, the scenery added new installed capacity reached a record high, and global demand for installed photovoltaics and wind power continued to grow at a high rate
Guoxin Securities (Hong Kong) released a research report stating that in January-December 2023, PV added 216.88GW of installed capacity, +148.12%, and wind power added 75.9GW of installed capacity in January-December, +101.7%. Driven by the rush to install at the end of the year, the installed scale of PV and wind power reached record highs in 2023. The bank raised the forecast for new PV installations in 2024 from 215 GW to 240 GW, an increase of 10.6% over the previous year. The bank believes that as new policies to accelerate the development of renewable energy continue to be introduced in various regions of the world, global wind power and light are expected
Guoxin Securities (002736.SZ): The dividend ratio for the past two years (2021 and 2022) has exceeded 40%
Gelonghui, January 29丨Guoxin Securities (002736.SZ) said on the investor interactive platform that the company has maintained continuous and stable cash dividends since its listing. The dividend ratio for the past two years (2021 and 2022) has exceeded 40%, leading the ranking among large listed brokerage firms. The company will formulate the 2023 profit distribution plan in strict accordance with the regulatory policy guidelines, the company's articles of association and the actual situation of the company. Please pay attention to the company's announcements on the Shenzhen Stock Exchange website and designated media at that time.
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